Jerry W. Carden

Jerry W. Carden

Cornerstone Wealth Management, Inc.

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $50,000

Minimum client income required: $25,000

Title: Financial Consultant

Offering advice since: 1980

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Medical and Health Issues
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Jerry W. Carden:

With more than 30 years experience in public accounting as a CPA and Partner of Gibson & Carden, LLC, Jerry brings to the table his public accounting expertise and varied business experience including auditing, tax planning, accounting, and management consulting. In 1997, Jerry joined the securities industry as a financial planner and general securities representative. In addition to being a Certified Public Accountant, Jerry also holds the Personal Financial Specialist (PFS) Credential, conferred by the American Institute of Certified Public Accountants. He is also a CERTIFIED FINANCIAL PLANNER and a Chartered Retirement Plans Specialist, both conferred by the College of Financial Planning.

Professional memberships include the American Institute of Certified Public Accountants, the Personal Financial Planning Division of AICPA, the Alabama Society of Certified Public Accountants, and the Financial Planning Association.

Originally from Prattville, Alabama, Jerry moved to Troy in 1972 to attend Troy University, from which he graduated in 1975 with a degree in accounting. In 1995, Jerry was honored by his Alma Mater by being inducted into the Troy University Accounting Hall of Honor.

Compensation and Fee Structures:

Fee-based asset management from .50% to 1.5%.
Hourly Consultation and planning fees.

Licenses, Certifications & Affiliations:

CPA/PFS, CFP, CRPS
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

Education:

Bachelors of Science, Troy University, 1975

Foreign Languages spoken:

Spanish

Will provide references upon request?

Yes


Further information about Cornerstone Wealth Management, Inc.:

Cornerstone Wealth Management, Inc.

(Size of firm: 0-9 advisors)

The mission of Cornerstone Wealth Management, Inc. is to provide individuals and small businesses with unparalleled personal service in wealth planning and management. We do this by conforming to the highest ethical and professional standards, maintaining and improving our staff's professional skills and development, frequent and timely client communications, and the use of state-of-the-art tools and technology.

Our Investment Philosophy entails a total wealth management approach. Each area is important individually, but managing them collectively is one of the most important factors in a client's overall financial success. This approach to investing can help you reduce your exposure to taxes, meet your insurance needs, reach your retirement goals and provide a plan to successfully transfer your wealth to your children and grandchildren.


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, FL, GA.


Contact Information for Jerry W. Carden

Phone: (334) 566-7663
Please support us by letting this adviser know you found them through Boomerater

Fax: (334) 566-9685

Address for Jerry W. Carden:
110 S Oak Street
Troy, AL, 36081

Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page


This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.

Have Jerry W. Carden contact you

Fill out the form below and this advisor will contact you directly

Do not submit account or other confidential information via this form.

Font Size: increase font size decrease font size